Wealth Adviser
Job Description
Job Title: Financial Adviser / Wealth Management Consultant
Location: Singapore (Central / Hybrid)
Work Arrangement: Hybrid (3 days WFH / 2 days Office & Client Engagement)
Role Overview
Join a forward-thinking advisory firm where we believe in "working hard and exploring further." We are looking for high-energy individuals to join us as Financial Advisers. This role is not just about sales; it’s about providing holistic financial clarity to clients while building a legacy for yourself. With our Hybrid Work Model, you gain the autonomy to manage your schedule while being backed by world-class infrastructure and mentorship.
Key Responsibilities
Holistic Planning: Conduct comprehensive needs-based analysis for clients, covering wealth protection, wealth accumulation, and legacy planning.
Portfolio Optimization: Utilize AI-assisted tools to review and rebalance client investment portfolios.
Client Relationship Management: Build and maintain long-term relationships through regular financial reviews and life-stage planning.
Compensation & "Work-Play" Incentives
Attractive Remuneration: Competitive monthly allowance ($3,000 – $12,000) + Uncapped Commissions + Quarterly Performance Bonuses + Annual Performance Bonuses.
International Conventions: Qualify for Multiple fully paid incentive trips, you can also qualify for multiple tickets + Bonus spending credits for the same trip.
Premier Club Awards: Recognition through industry-wide accolades (MDRT, COT, TOT) with full company sponsorship for registration and events.
Full Digital Toolkit: Provided iPad, premium CRM access, and marketing support to enable remote productivity.
Continuous Learning & Training
Structured Onboarding: A 24-month trainee program for new joiners, covering technical knowledge and soft skills.
CPD Support: We fully fund and organize your Continuing Professional Development (CPD) hours (minimum 30 hours annually) to keep your license active.
Specialization Tracks: Access to advanced certifications in Estate Planning, Retirement Specialty, or High-Net-Worth (HNW) Advisory.
1-on-1 Mentorship: Personal coaching to help you fast-track your path to Management.
We respect your privacy and all communication will be treated with confidentiality.
Please contact us or apply in-confidence to us with you updated MS Word Resume to : [email protected]
Kelvin (Reg. No. R1872625)
STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)